Saturna Capital Corporation
● SEC registered since 1989CRD 25586SEC# 801-35428Bellingham, WA
Reg. AUM
$10.48B
Employees
92
Accounts
139
Location
Bellingham, WA
About Saturna Capital Corporation
Saturna Capital manages mutual funds and related accounts with sustainable and faith-based principles, including Halal-focused Amana Funds. It offers advisory, brokerage, trust, and employer retirement services aligned with ethical investing.
Summary based on the firm’s website.
Saturna Capital Corporation assets under management
Saturna Capital Corporation operates as an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 1989. It reports $10.5 billion in regulatory assets under management and employs 92 people.
Saturna Capital Corporation owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Reed Fankhauser Control | Executive Director, Chief Operations Officer | Under 5% | 2006 |
| Edward Alden | Independent Director | Under 5% | 2026 |
| Elliot Scott Cohen Control | Chief Legal Officer, Secretary | Under 5% | 2022 |
| Jacob Andrew Stewart | Anti-Money Laundering Officer | Under 5% | 2014 |
| Jane Kaiser Carten Control | Executive Chair, President | 50-75% | 2001 |
| Kalen Martin Hanna Control | Executive Director, Chief Financial Officer, Treasurer | Under 5% | 2018 |
| Michael Eric Lewis | Chief Compliance Officer | Under 5% | 2012 |
| Michael K. Morse | Independent Director | Under 5% | 2024 |
| Monem Abdul Salam Control | Executive Director, Executive Vice President | Under 5% | 2005 |
| Nicholas Ferguson Kaiser Revocable Trust, Trusteed by Deborah Russell Kaiser Control | Trustee | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Saturna Capital Corporation manage?
Saturna Capital Corporation reports $10.5 billion in regulatory assets under management on its Form ADV.
How many employees does Saturna Capital Corporation have?
Saturna Capital Corporation reports 92 employees.
Where is Saturna Capital Corporation located?
Saturna Capital Corporation is based in Bellingham, WA and has been SEC-registered since 1989.
Does Saturna Capital Corporation disclose fund performance?
Saturna Capital Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1300 N State St., Bellingham, WA 98225-4730 |
| Phone | 360-734-9900 |
| Fax | 360-734-0755 |
| Office hours | 6a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1316617 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.48B▲ 25%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,369 advisers
EmployeesTop 8%
More than 92% of 16,804 advisers
Assets under management
$10.48Bregulatory AUM
Discretionary $10.48B